Back to SCHW-PJ
Cascade Investment Advisors, Inc. → SCHW-PJ
Cascade Investment Advisors, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
12
Latest value
$281K
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.4M |
| Q4 2025 | $442K |
| Q4 2025 | $245K |
| Q1 2026 | $3.2M |
| Q1 2026 | $475K |
| Q1 2026 | $251K |
| Q2 2026 | $3.2M |
| Q2 2026 | $564K |
| Q2 2026 | $311K |
| Q3 2026 | $3.2M |
| Q3 2026 | $564K |
| Q3 2026 | $281K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $281K | 8.6K | — | — |
| Q3 2026 | $564K | 16.9K | — | — |
| Q3 2026 | $3.2M | 33.0K | — | — |
| Q2 2026 | $311K | 8.6K | — | — |
| Q2 2026 | $564K | 16.2K | — | — |
| Q2 2026 | $3.2M | 34.4K | — | — |
| Q1 2026 | $251K | 8.6K | — | — |
| Q1 2026 | $475K | 15.6K | — | — |
| Q1 2026 | $3.2M | 33.9K | — | — |
| Q4 2025 | $245K | 8.6K | — | — |
| Q4 2025 | $442K | 14.9K | — | — |
| Q4 2025 | $3.4M | 34.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B